+5.6%
CVS vs VG
+47.2%
-41.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -7.7% | -4.8% | -12.2% |
| 7D | -11.1% | -16.4% | +5.3% | -10.6% |
| 30D | -7.4% | -10.8% | +3.3% | -7.0% |
| 3M | -22.9% | -6.3% | -16.6% | -22.6% |
| 6M | -1.2% | -12.5% | +11.3% | -1.0% |
| YTD | +3.9% | +76.9% | -73.1% | +1.0% |
| 1Y | +5.6% | +51.8% | -46.2% | +2.2% |
| All | +5.6% | +47.2% | -41.6% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling